Parallel Advisors’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
1,327
+146
| +12% | +$45.8K | 0.01% | 695 |
|
|
2025
Q1 | $354K | Sell |
1,181
-56
| -5% | -$16.8K | 0.01% | 704 |
|
|
2024
Q4 | $417K | Sell |
1,237
-38
| -3% | -$12.8K | 0.01% | 629 |
|
|
2024
Q3 | $407K | Buy |
1,275
+36
| +3% | +$11.5K | 0.01% | 634 |
|
|
2024
Q2 | $367K | Buy |
1,239
+30
| +2% | +$8.88K | 0.01% | 634 |
|
|
2024
Q1 | $373K | Buy |
1,209
+118
| +11% | +$36.4K | 0.01% | 624 |
|
|
2023
Q4 | $312K | Buy |
1,091
+34
| +3% | +$9.73K | 0.01% | 635 |
|
|
2023
Q3 | $248K | Sell |
1,057
-10
| -0.9% | -$2.34K | 0.01% | 699 |
|
|
2023
Q2 | $209K | Sell |
1,067
-56
| -5% | -$11K | 0.01% | 765 |
|
|
2023
Q1 | $228K | Sell |
1,123
-195
| -15% | -$39.6K | 0.01% | 710 |
|
|
2022
Q4 | $285K | Sell |
1,318
-33
| -2% | -$7.15K | 0.01% | 570 |
|
|
2022
Q3 | $287K | Sell |
1,351
-76
| -5% | -$16.1K | 0.01% | 552 |
|
|
2022
Q2 | $345K | Sell |
1,427
-92
| -6% | -$22.2K | 0.02% | 498 |
|
|
2022
Q1 | $424K | Sell |
1,519
-52
| -3% | -$14.5K | 0.02% | 470 |
|
|
2021
Q4 | $537K | Buy |
1,571
+10
| +0.6% | +$3.42K | 0.02% | 421 |
|
|
2021
Q3 | $404K | Buy |
1,561
+13
| +0.8% | +$3.37K | 0.02% | 465 |
|
|
2021
Q2 | $398K | Sell |
1,548
-3
| -0.2% | -$771 | 0.02% | 443 |
|
|
2021
Q1 | $349K | Buy |
1,551
+3
| +0.2% | +$675 | 0.02% | 450 |
|
|
2020
Q4 | $358K | Sell |
1,548
-124
| -7% | -$28.7K | 0.02% | 404 |
|
|
2020
Q3 | $269K | Buy |
1,672
+564
| +51% | +$90.7K | 0.02% | 459 |
|
|
2020
Q2 | $156K | Buy |
1,108
+726
| +190% | +$102K | 0.01% | 611 |
|
|
2020
Q1 | $44K | Buy |
382
+226
| +145% | +$26K | ﹤0.01% | 987 |
|
|
2019
Q4 | $24K | Sell |
156
-6
| -4% | -$923 | ﹤0.01% | 1315 |
|
|
2019
Q3 | $24K | Buy |
162
+18
| +13% | +$2.67K | ﹤0.01% | 1270 |
|
|
2019
Q2 | $21K | Sell |
144
-9
| -6% | -$1.31K | ﹤0.01% | 1254 |
|
|
2019
Q1 | $19K | Hold |
153
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q4 | $16K | Sell |
153
-247
| -62% | -$25.8K | ﹤0.01% | 1144 |
|
|
2018
Q3 | $50K | Buy |
400
+147
| +58% | +$18.4K | 0.01% | 814 |
|
|
2018
Q2 | $32K | Buy |
253
+114
| +82% | +$14.4K | ﹤0.01% | 884 |
|
|
2018
Q1 | $13K | Hold |
139
| – | – | ﹤0.01% | 1171 |
|
|
2017
Q4 | $13K | Hold |
139
| – | – | ﹤0.01% | 1201 |
|
|
2017
Q3 | $12K | Hold |
139
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q2 | $11K | Sell |
139
-36
| -21% | -$2.85K | ﹤0.01% | 1275 |
|
|
2017
Q1 | $13K | Buy |
+175
| New | +$13K | ﹤0.01% | 1116 |
|